Garda Capital Partners’s Coca-Cola KO Stock Holding History

Garda Capital Partners’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-28,900	Closed	-$2.04M	–	261
2025 Q2	$2.04M	Buy	28,900 +7,900	+38%	+$563K	0.05%	271
2025 Q1	$1.5M	Buy	+21,000	New	+$1.4M	0.04%	367
2024 Q4	–	Sell	-33,000	Closed	-$2.37M	–	370
2024 Q3	$2.37M	Buy	33,000 +14,000	+74%	+$959K	0.07%	293
2024 Q2	$1.21M	Hold	19,000	–	–	0.04%	323
2024 Q1	$1.16M	Buy	+19,000	New	+$1.14M	0.05%	264
2023 Q4	–	Sell	-88,000	Closed	-$4.93M	–	598
2023 Q3	$4.93M	Sell	88,000 -117,500	-57%	-$7.05M	0.23%	81
2023 Q2	$12.4M	Buy	205,500 +28,000	+16%	+$1.74M	0.69%	30
2023 Q1	$11M	Buy	177,500 +92,000	+108%	+$5.57M	0.54%	35
2022 Q4	$5.44M	Buy	+85,500	New	+$5.16M	0.3%	95

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garda Capital Partners's KO Position: Q4 2023 in Review

Garda Capital Partners sold out of Coca-Cola (KO) in Q4 2023, closing a stake of 68,276 shares — an estimated $3.82M sold.

Garda Capital Partners first reported a position in KO in Q3 2023 and held it in 1 quarter. The position peaked at $3.82M in Q3 2023. 2,989 funds tracked by Wall St. Rank hold KO as of Q4 2023.

Garda Capital Partners reported no remaining Coca-Cola position as of Q4 2023 after selling out during the quarter.
Garda Capital Partners sold 68,276 Coca-Cola shares in Q4 2023, an estimated $3.82M.
Garda Capital Partners first reported a position in Coca-Cola in Q3 2023 and held it in 1 quarter.
Garda Capital Partners's Coca-Cola position peaked at $3.82M in Q3 2023.
2,989 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2023.

Based on Garda Capital Partners's 13F filing for Q4 2023, filed 12 Feb 2024.